Silver Oak Securities, Inc Dimensional ETF Tr Short Durat Transaction History
Silver Oak Securities, Inc
- $1 Billion
- Q4 2024
A detailed history of Silver Oak Securities, Inc transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Silver Oak Securities, Inc holds 5,328 shares of DFSD stock, worth $251,588. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,328
Previous 4,607
15.65%
Holding current value
$251,588
Previous $219,000
13.7%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
328Shares Held
65.8MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio